Delicious
Hot Mutual Funds and ETFs - February 2010
Category Returns
Hot Mutual Funds and ETFs Recommendations
| All data as of 1/31/2010. Next update before 3/15/2010 |
| ETFs listed in Green |
| Mutual Funds listed in Yellow |
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Hot Large Cap ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF Ultra QQQ ProShares | Large Blend | 16.7 | 121.2 | -8.31 | 749.42M | 48.52 | -0.08 | ||||||
| ETF Ultra Russell1000 Growth ProShares | Large Growth | 15.4 | 73.78 | 26.59M | |||||||||
| ETF Ultra MidCap400 ProShares | Large Blend | 9.54 | 68.15 | -17.16 | 2.40B | 20.01 | -0.34 | ||||||
| ETF Direxion Daily Large Cap Bull 3X Shares | Large Blend | 16.64 | 65.14 | 217.81M | |||||||||
| ETF Claymore/SWM Canadian Energy Income | Large Value | 10.01 | 60.41 | 66.65M | 18.21 | -0.42 | |||||||
| Mutual Fund Rock Oak Core Growth | Large Growth | 5.06 | 8.52 | 48.06 | -2.98 | $2000 | 3 | 5.80M | 31-Dec-04 | 24.33 | -0.12 | ||
| Mutual Fund MainStay Large Cap Growth R1 | Large Growth | 6.57 | 8.89 | 36.05 | 4.1 | $0 | 5 | 161.48M | 01-Apr-05 | 20.51 | -0.07 | ||
| Mutual Fund Putnam Growth Opportunities R | Large Growth | 4.68 | 7.05 | 43.9 | -2.92 | 1.18 | $0 | 3 | 210.00K | 21-Jan-03 | 20.14 | -0.16 | |
| Mutual Fund American Funds AMCAP R3 | Large Growth | 4.98 | 6.18 | 35.93 | -3.87 | 1.2 | $0 | 3 | 525.06M | 04-Jun-02 | 20.06 | -0.24 | |
| Mutual Fund SunAmerica Focused Large Cap Gr Z | Large Growth | 5.46 | 7.84 | 33.04 | -4.64 | -0.24 | $0 | 3 | 66.94M | 07-Jul-99 | 20.93 | -0.28 | |
| Mutual Fund MFS Aggressive Growth Allocation R3 | Large Growth | 4.74 | 7.37 | 36.13 | -4.56 | 1.67 | $0 | 3 | 49.70M | 01-Apr-05 | 21.84 | -0.26 | |
| Mutual Fund Vanguard Morgan Growth | Large Growth | 5.63 | 8.89 | 33.66 | -4.93 | 1.51 | $3000 | 3 | 5.10B | 31-Dec-68 | 20.81 | -0.3 | |
| Mutual Fund JPMorgan Large Cap Value R5 | Large Value | 5.86 | 7.25 | 35.79 | -6.71 | $0 | 3 | 12.84M | 15-May-06 | 22.08 | -0.36 | ||
| Mutual Fund JHancock2 Lifestyle Growth R1 | Large Blend | 4.08 | 7.1 | 35.42 | -3.87 | $0 | 4 | 9.75M | 15-Sep-06 | 19.29 | -0.26 | ||
| Mutual Fund Principal Large Cap Growth II R5 | Large Growth | 5.99 | 8.92 | 32.23 | -1.57 | 2.22 | $0 | 4 | 17.23M | 06-Dec-00 | 19.62 | -0.16 | |
Hot Mid Cap ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF Ultra Russell MidCap Growth ProShares | Mid-Cap Growth | 12.23 | 92.74 | 21.84M | |||||||||
| ETF Ultra MidCap400 ProShares | Mid-Cap Blend | 9.54 | 68.15 | -17.16 | 108.67M | 47.44 | -0.27 | ||||||
| ETF Claymore/Beacon Spin-Off | Mid-Cap Growth | 8.98 | 65.26 | -7.33 | 11.14M | 27.79 | -0.25 | ||||||
| ETF Rydex S&P Midcap 400 Pure Growth | Mid-Cap Growth | 5.82 | 60.81 | 4.25 | 114.01M | 25.08 | 0.11 | ||||||
| ETF Rydex S&P Midcap 400 Pure Value | Mid-Cap Value | 5.2 | 59.59 | -4.29 | 38.85M | 36.27 | -0.04 | ||||||
| Mutual Fund William Blair Small-Mid Cap Growth N | Mid-Cap Growth | 2.91 | 4.67 | 39.17 | -2.77 | 3.4 | $5000 | 4 | 11.55M | 29-Dec-03 | 22.7 | -0.09 | |
| Mutual Fund Van Kampen American Value I | Mid-Cap Value | 3.56 | 6.84 | 38.64 | -4.58 | 3.49 | $0 | 4 | 14.79M | 07-Feb-06 | 24.03 | -0.18 | |
| Mutual Fund TIAA-CREF Mid-Cap Value Premier | Mid-Cap Value | 5.07 | 5.14 | 36.0 | -5.6 | 3.08 | $0 | 4 | 240.00K | 30-Sep-09 | 23.62 | -0.26 | |
| Mutual Fund Wright Selected Blue Chip Equities | Mid-Cap Blend | 3.52 | 6.0 | 35.9 | -4.46 | 1.18 | $1000 | 3 | 15.22M | 04-Jan-83 | 23.87 | -0.16 | |
| Mutual Fund Legg Mason ClearBridge Mid Cap Core R | Mid-Cap Blend | 4.46 | 5.18 | 32.7 | -4.08 | 2.23 | $0 | 4 | 740.00K | 30-Sep-08 | 21.66 | -0.21 | |
| Mutual Fund Vantagepoint Mid/Small Company Index I | Mid-Cap Blend | 4.09 | 3.81 | 33.59 | -6.2 | 1.58 | $0 | 3 | 117.72M | 26-Feb-99 | 23.77 | -0.22 | |
| Mutual Fund Westport R | Mid-Cap Blend | 2.41 | 6.14 | 27.71 | 5.89 | $2500 | 5 | 172.26M | 31-Dec-97 | 18.43 | -0.04 | ||
Hot Small Cap ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF Rydex S&P SmallCap 600 Pure Value | Small Value | -10.54 | 62.57 | -8.13 | 83.89M | 46.66 | -0.03 | ||||||
| ETF Ultra Russell2000 Growth ProShares | Small Growth | 6.69 | 60.7 | 25.27M | |||||||||
| ETF PowerShares FTSE RAFI US 1500 Small-Mid | Small Value | 2.6 | 58.64 | -1.46 | 190.81M | 30.31 | 0.0 | ||||||
| ETF WisdomTree SmallCap Earnings | Small Blend | 3.1 | 48.71 | 68.78M | |||||||||
| ETF SPDR Dow Jones Small Cap Growth | Small Growth | 4.37 | 47.12 | -2.27 | 129.10M | 27.1 | -0.1 | ||||||
| Mutual Fund Putnam Capital Opportunities Y | Small Blend | 4.0 | 5.93 | 44.28 | -6.87 | 1.41 | $0 | 4 | 16.36M | 02-Oct-00 | 25.73 | -0.21 | |
| Mutual Fund Lord Abbett Developing Growth R3 | Small Growth | 5.29 | 5.83 | 43.69 | -1.27 | 4.35 | $0 | 4 | 20.81M | 28-Sep-07 | 26.68 | 0.01 | |
| Mutual Fund Schwartz Value | Small Blend | 3.4 | 8.6 | 36.14 | -8.94 | -1.57 | $1000 | 3 | 31.90M | 30-Jun-83 | 20.83 | -0.46 | |
| Mutual Fund Penn Avenue Event-Driven Inv | Small Value | 0.68 | 5.41 | 27.44 | -0.86 | 4.14 | $2500 | 5 | 2.81M | 21-Nov-03 | 11.23 | -0.28 | |
Hot Specialty ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF Direxion Daily Technology Bull 3X Shares | Specialty-Technology | 34.42 | 240.15 | 165.59M | |||||||||
| ETF Ultra Technology ProShares | Specialty-Technology | 22.0 | 146.38 | 141.55M | 49.15 | -0.08 | |||||||
| ETF Ultra Semiconductor ProShares | Specialty-Technology | 17.61 | 137.57 | 69.58M | 58.68 | -0.23 | |||||||
| ETF Ultra Basic Materials ProShares | Specialty-Natural Res | 17.83 | 126.82 | 359.29M | 65.9 | -0.07 | |||||||
| ETF Market Vectors Steel ETF | Specialty-Natural Res | 18.51 | 112.78 | 12.33 | 368.06M | 48.0 | 0.31 | ||||||
| Mutual Fund MFS Technology R3 | Technology | 4.33 | 6.69 | 68.33 | 5.66 | $0 | 3 | 3.20M | 01-Apr-05 | 28.31 | 0.03 | ||
| Mutual Fund HighMark Enhanced Growth Fid | Technology | 5.38 | 7.43 | 51.81 | -2.31 | $1000 | 3 | 2.12M | 26-Sep-07 | 24.5 | -0.06 | ||
| Mutual Fund JHancock2 Lifestyle Balanced 5 | Moderate Allocation | 3.52 | 7.1 | 35.82 | -1.21 | $0 | 3 | 28.50M | 30-Jun-06 | 16.71 | -0.14 | ||
| Mutual Fund Oppenheimer Real Estate Y | Real Estate | 6.84 | 8.07 | 38.95 | -14.34 | 1.25 | $0 | 4 | 220.50M | 01-Oct-03 | 39.26 | -0.3 | |
| Mutual Fund Kinetics Medical No Load | Health | 4.59 | 0.76 | 28.64 | 3.76 | 6.29 | $2500 | 4 | 19.93M | 01-Oct-99 | 19.24 | 0.14 | |
| Mutual Fund MainStay Balanced R1 | Moderate Allocation | 3.44 | 4.6 | 24.73 | -2.37 | 1.77 | $0 | 3 | 31.07M | 02-Jan-04 | 14.28 | -0.28 | |
| Mutual Fund American Funds American Balanced R4 | Moderate Allocation | 4.78 | 6.71 | 22.91 | -1.31 | 2.41 | $0 | 3 | 2.15B | 21-Jun-02 | 13.86 | -0.23 | |
Hot Foreign ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF Direxion Daily Emrg Mkts Bull 3X Shares | Diversified Emerging Mkts | 16.49 | 206.32 | 376.68M | |||||||||
| ETF Market Vectors Russia ETF | Europe Stock | 12.69 | 139.25 | 1.59B | |||||||||
| ETF iShares MSCI Brazil Index | Latin America Stock | 13.75 | 121.5 | 20.89 | 9.74B | 41.42 | 0.5 | ||||||
| ETF SPDR S&P Emerging Latin America | Latin America Stock | 14.96 | 103.84 | 171.86M | |||||||||
| ETF iShares MSCI Turkey Invest Mkt Index | Diversified Emerging Mkts | 7.72 | 102.82 | 477.43M | |||||||||
| Mutual Fund Consulting Group Emerging Mkts Equity | Diversified Emerging Mkts | 4.51 | 12.28 | 79.39 | 2.78 | 13.54 | $100 | 3 | 723.31M | 20-Apr-94 | 33.2 | 0.14 | |
| Mutual Fund JPMorgan International Equity R5 | Foreign Large Blend | 4.57 | 7.02 | 43.85 | -3.8 | 4.46 | $0 | 4 | 144.55M | 15-May-06 | 24.76 | -0.22 | |
| Mutual Fund Huntington Rotating Markets Instl | World Stock | 5.48 | 8.16 | 33.64 | -5.1 | 2.57 | $1000 | 3 | 39.63M | 01-May-01 | 22.22 | -0.32 | |
| Mutual Fund American Funds Capital World G/I R6 | World Stock | 4.71 | 8.23 | 37.72 | -0.92 | 6.61 | $0 | 5 | 468.53M | 01-May-09 | 21.82 | -0.14 | |
| Mutual Fund Tweedy, Browne Global Value | Foreign Large Value | 3.03 | 7.54 | 33.73 | -3.26 | 4.5 | $2500 | 5 | 3.99B | 15-Jun-93 | 18.39 | -0.24 | |
| Mutual Fund MFS Research International R2 | Foreign Large Blend | 4.13 | 7.32 | 39.1 | -4.89 | 5.04 | $0 | 3 | 64.81M | 31-Oct-03 | 25.15 | -0.26 | |
| Mutual Fund Ivy International Balanced I | World Allocation | 2.83 | 5.75 | 35.65 | -1.04 | 4.48 | $0 | 3 | 39.69M | 02-Apr-07 | 19.63 | -0.14 | |
| Mutual Fund Principal International I R2 | Foreign Large Blend | 3.23 | 4.56 | 31.76 | -7.03 | 2.7 | $0 | 3 | 11.43M | 01-Jun-04 | 24.72 | -0.37 | |
| Mutual Fund Principal International I R1 | Foreign Large Blend | 3.13 | 4.46 | 31.51 | -7.15 | 2.57 | $0 | 3 | 6.25M | 01-Nov-04 | 24.7 | -0.38 | |
Hot Bear Market ETFs & Mutual Funds | |||||||||||||
| Name | Category | 1 Month | 3 Month | 1 Year | 3 Year | 5 Year | Init Invest | Rating | Net Assets | Inception | Std Dev | Sharpe Ratio | |
| ETF UltraShort 20+ Year Treasury ProShares | Bear Market | 13.34 | 32.2 | 4.52B | |||||||||
